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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Cheeky Kid who wrote (68112)3/11/2001 10:56:29 PM
From: Wolff  Read Replies (5) of 122087
 
Cheeky the New Visor is about 2 years behind Palm's current Vx series, and what do you get? The same form factor, the same screen, the same 8 megabytes. No upgradable OS, and a metal lid. The cover is actually the best part of unit, however there are after market solutions for the Vx to do the same thing.

The expansion is funny. Looks like 2 PDA's mating together.

Palm on the other hand, Still owns the OS, still gains the revenue per unit, has announce the smaller lighter Vx already. And of course has the Color Vx (Vc)on deck to come out.

So Hand will blip up, sell its new catch-up product for a month or so. THEN

Palm will come out with the Vc and take the Vx down to 299 and chew up Handspring again. And the M series gets 8 megabytes to out class the normal Visors.

Oh and don't forget the aftermarket, all the aftermarket supports is based on the that Unique V series shape and expansion port. Don't expect all of them to retool to capture the Visor market for this catchup product.

Handspring is well over a generation behind Palms devices.

BTW have you looked at MOT lately---do you see the corelations.

Keep up the good work Cheeky
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